Financial Literacy Quiz

Name

First NameLast Name

Email

example@example.com

Phone Number

Please enter a valid phone number.

Referred By

1. Do you know your current credit score? (If you don't know your score, move to question #3.)

YESNO

2. Is your score 750 or above so that you can save the most money and have the most control over your financial position?

YESNO

3. Do you currently utilize credit-related tools that enable you to monitor your credit reports and credit score, build positive credit habits and remove derogatory items from your credit reports?

YESNO

4. Do you have all of the following in place: Last Will, Living Trust, Health Care and Financial Power of Attorney?

YESNO

5. Do you have all of your personal and financial documents and information organized in a place where the appropriate people could easily find it if something were to happen to you?

YESNO

6. Do you have a savings account that is gaining interest?

YESNO

7. If you have children, have you started a high yield savings account for them?

YESNO

8. Do you have 6 months of lifestyle bills in an account?

YESNO

9. Are you aware that every 3 seconds someone's identity is stolen?

YESNO

10. Have you started a retirement plan or know your retirement number needed for a comfortable life?

YESNO

11. Do you have some type of identity theft protection system currently in place?

YESNO

12. Do you feel like you are on tract to be debt-free at this point in your life?

YESNO

13. Do you currently have a budgeting and debt-payoff tool or system that helps you payoff your debt efficiently and enables you to know the exact time frame that you will be debt free?

YESNO

14. Do you have $100,000 or more in life insurance?

YESNO

15. Do you feel that your formal education or your upbringing sufficiently prepared you to appropriately manage your finances and important personal matters as it relates to protecting your identity, credit, assets, real estate, personal property and family?

YESNO

16. Do you feel today's education system is preparing our teens to understand credit, banking, home ownership, and other personal and financial matters that will affect their future?

YESNO

17. If you knew of an affordable way to get all the education and services you needed to protect yourself and your family, would you be interested in knowing how to take advantage of it and be open to talking to someone about it, as well as contributing towards financial literacy for youth across the country?

YESNO

I have a total of (# of YES) blanks field. I have a total of (# of NO)blank .

If you answered yes to 13 or more of the questions, congratulations! You are financially literate, likely responsible for protecting yoruself and your family and probably enjoy peace of mind, knowing you have everything in order.

If you answered yes to less than 13 questions, you are likely leaving your family unprotected, likely not handling yoru financial matters as you probably should and you likely don't have the peace of mind you probably want. Therefore, the biggest question for you is, "Are you willing to do something about it?"

Ask the Agent who shared the Financial Literacy Challenge with you on how you could be on the road to protecting your identity, credit, family, finances, lifestyle, and future and how you could also receive $100,000 in Life Insureance. They have the solution!